Options

CodeTwo Exchange Rules Pro offers two additional features associated with the way the rules are processed (Fig. 1.):

ExchangeRulesPRO-Options1
Fig. 1. The rule options tab.

Processing of subsequent rules

The Subsequent Rules (Processing the rules that follow) section allows the user to control the flow of rules, i.e. decide if the program should process the next rules after the current one is (or is not) applied. It can be accessed via the Options tab when a rule is created or edited (Fig. 1.). By default, each rule is configured to Stop processing more rules if the current one has been applied and to Go to the next rule if the current one hasn't been applied.

Important

The fact that a rule has been applied does not necessarily mean that a footer (i.e. a signature or disclaimer) has been added. A rule is considered as applied if the message senders and/or recipients match its criteria. Therefore, even if your message includes a phrase which suppresses actions and hence the action is not executed, the rule which includes this action has been applied.

Scheduler

This feature enables you to set a specified time frame during which the rule works. There are two options to choose from. The first (default) option will schedule the rule to be used continuously without any time limits (Fig. 2.).

ExchangeRulesPRO-Options3
Fig. 2. Default Scheduler options.

The second option allows you to set the rule to work within the chosen time frames. After choosing this option, click the Schedule button (Fig. 2.) to open the Scheduler configuration window.

Once the configuration window displays, you are able to set different recurrence patterns with the time ranges when your rule is active: CustomDailyWeekly or Monthly (Fig. 3.).

ExchangeRulesPRO-Options5
Fig. 3. Scheduler configuration window.

In the Custom recurrence pattern you can define any type of recurrence using the Rule date range editor (Fig. 4.).

ER Pro 2.x - custom recurrence pattern.
Fig. 4. Rule date range editor available within the Custom recurrence pattern.

The other types of recurrence patterns, i.e. Daily, Weekly or Monthly, are shown in the figures below.

ER Pro 2.x - daily reucrrence pattern.
Fig. 5. Daily recurrence pattern.
ER Pro 2.x - weekly reucrrence pattern.
Fig. 6. Weekly recurrence pattern.
ER Pro 2.x - monthly reucrrence pattern.
Fig. 7. Monthly recurrence pattern.

Each of these patterns have additional time ranges to configure:

  • Rule activity time - exact hour/minute frames within which the rule will be triggered.
  • Range of recurrence - Start and End date frames for the recurrence pattern.

Note that by default the No end date checkbox is marked so unless it is unmarked, the pattern will continue permanently. Furthermore, all types of recurrence patterns have the All day checkbox marked by default. If you want to set a time range shorter than the whole day, uncheck it and define the specific hours for your rule to be triggered.

Info

Please note that only one pattern can be applied to each rule at once.

See next

Editor - this article describes a built-in tool for composing signatures and disclaimers.

See also

Advanced features and options - this article and its subsections describe advanced features and options that boost the program's functionalities and significantly improve its operation.

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